Institutional Manager · CIK 0002110285
Aspirean Wealth, LLC
MILL VALLEY, CA · File #028-26574
Latest AUM
$91.6M
Positions
18
Top-10 Concentration
95.1%
Filings
1
Sector Allocation
Filing History
View all filings →Top 18 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 229,229 | $34.1M | 37.23% |
| 2 | ISHARES TR | 46435G326 | 187,023 | $15.4M | 16.85% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 188,408 | $11.3M | 12.33% |
| 4 | ISHARES INC | 46434G103 | 116,475 | $7.8M | 8.55% |
| 5 | VANGUARD MALVERN FDS | 922020805 | 101,407 | $5.0M | 5.48% |
| 6 | DIMENSIONAL ETF TRUST | 25434V864 | 88,142 | $4.2M | 4.62% |
| 7 | INVESCO QQQ TR | IVZ | 4,792 | $2.9M | 3.22% |
| 8 | VANGUARD BD INDEX FDS | 921937827 | 37,313 | $2.9M | 3.21% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 36,408 | $1.8M | 1.98% |
| 10 | DIMENSIONAL ETF TRUST | 25434V609 | 24,394 | $1.5M | 1.59% |
| 11 | AMERICAN CENTY ETF TR | 025072703 | 16,827 | $1.4M | 1.51% |
| 12 | AMERICAN CENTY ETF TR | 025072802 | 12,124 | $1.1M | 1.24% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,088 | $546,883 | 0.60% |
| 14 | DIMENSIONAL ETF TRUST | 25434V724 | 8,863 | $412,924 | 0.45% |
| 15 | ISHARES BITCOIN TRUST ETF | IBIT | 6,314 | $313,489 | 0.34% |
| 16 | DIMENSIONAL ETF TRUST | 25434V401 | 3,541 | $262,636 | 0.29% |
| 17 | DIMENSIONAL ETF TRUST | 25434V500 | 3,480 | $242,446 | 0.26% |
| 18 | ISHARES TR | 464287614 | 482 | $228,131 | 0.25% |